Steven Daugherty
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Steven Daugherty Email & Phone Number

Senior Vice President of Wealth Management at Carnegie Investment Counsel
Location: Avon, Ohio, United States 6 work roles 1 school
1 work email found @pnc.com 8 phones found area 330, 440, and 610 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email s****@pnc.com
Direct phone (330) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Carnegie Investment Counsel
Role
Senior Vice President of Wealth Management
Location
Avon, Ohio, United States
Company size
76 employees

Who is Steven Daugherty? Overview

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Quick answer

Steven Daugherty is listed as Senior Vice President of Wealth Management at Carnegie Investment Counsel, a with 76 employees, based in Avon, Ohio, United States. AeroLeads shows a work email signal at pnc.com, phone signal with area code 330, 440, 610, and a matched LinkedIn profile for Steven Daugherty.

Steven Daugherty previously worked as Vice President -Investment Management at Pnc and Retirement Solutions Advice and Financial Wellness Executive at Ss&C Technologies. Steven Daugherty holds Bachelor Of Business Administration (B.B.A.), Finance And Financial Management Services from Kent State University.

Company email context

Email format at Carnegie Investment Counsel

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{first}.{last}@pnc.com
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AeroLeads found 1 current-domain work email signal for Steven Daugherty. Compare company email patterns before reaching out.

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Profile bio

About Steven Daugherty

Over 20 years of experience within the financial services industry. Throughout my career I have focused on Business Development, Retirement Services, Wealth Management, Financial Wellness, Relationship Management, Client Experience and Project Management. My current role allows me to leverage my extensive experience and expertise within the financial services industry to deliver a high-level client experience through investment management and relationships. Executive with a Bachelor of Business Administration (B.B.A.) focused in Finance and Financial Management Services from Kent State University.

Listed skills include Management, Leadership, Financial Analysis, Risk Management, and 16 others.

Current workplace

Steven Daugherty's current company

Company context helps verify the profile and gives searchers a useful next step.

Carnegie Investment Counsel
Carnegie Investment Counsel
Senior Vice President of Wealth Management
Avon, OH, US
Website
carnegieinvest.com
Employees
76
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Company profile
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6 roles

Steven Daugherty work experience

A career timeline built from the work history available for this profile.

Vice President -Investment Management

Pnc

Pittsburgh, Pennsylvania, Us

The goal of the Investment function is to craft tailored investment solutions that align with our clients' goals, restrictions and values. Our Investment Advisors work closely with our clients to build rapport and help uncover their "Why". From this discovery process, we develop a personalized financial plan that addresses the full spectrum of our client's wealth-related concerns and objectives.​Our Investment Advisors work in close partnership with the AMG Investment Office to incorporate PNC's best thinking into client-centric, tailored investment portfolios. Additionally our Investment Advisors offer our clients a broad range of services and solutions to help our clients achieve their long-term financial goals. Our focus is on providing expert advice, identifying solutions that bring value to our clients and achieving successful financial outcomes.

Retirement Solutions Advice And Financial Wellness Executive

Ss&C Technologies

Windsor, Ct, Us

SS&C Retirement Solutions leverages 30 years of leadership in delivering innovative, technology-powered solutions and services exclusively to the financial services industries. Our capabilities span and connect the entire retirement ecosystem end-to-end, serving plan providers, sponsors, advisors, participants, asset managers, and insurance companies.• Plan health analytics for actionable insights into KPIs• A Personalized Financial Wellness Center for highly customized education• An Advisor Workstation, which empowers advisors with multi-source data aggregation• Custom communications, tools, and resources that enable a consistent, personalized brand experience

May 2020 - Jan 2023

Managing Director

Charles Schwab

Westlake, Texas, Us

Own, develop and execute strategies in support of financial wellness client experience for workplace retirement services and retail business lines. Key business partner implementing new client offerings, participant experience and wealth management relationship model. Leader of 75+ professionals and managing directors responsible for servicing clients and delivery of financial wellness experience.

Aug 2013 - May 2020

Managing Director

Charles Schwab

Westlake, Texas, Us

Led strategy, risk management, and sales enablement for retail and retirement services business channels. Developed internal communications and business strategies focused on cross-functional clients to increase new sales and client acquisition. Program management leader for mission critical projects across business lines.

Feb 2011 - Aug 2013

Vice President- Financial Consultant

Charles Schwab

Westlake, Texas, Us

Jul 2000 - Feb 2011
Team & coworkers

Colleagues at Carnegie Investment Counsel

Other employees you can reach at carnegieinvest.com. View company contacts for 76 employees →

PV Peter Vanden Broeck Peter Vanden Broeck Colleague at Carnegie Investment CounselCleveland, Ohio, United States View → MM Mindy Mackey Mindy Mackey Colleague at Carnegie Investment CounselGreater Cleveland, United States View → RP Razmig Pounardjian Razmig Pounardjian Colleague at Carnegie Investment CounselBeachwood, Ohio, United States View → CH Christopher Henry Christopher Henry Colleague at Carnegie Investment CounselToledo, Ohio, United States View → BB Bryan Blackburn, Cfp® Bryan Blackburn, Cfp® Colleague at Carnegie Investment CounselGreater Cleveland, United States View → JC Jodi Cowgill Jodi Cowgill Colleague at Carnegie Investment CounselCleveland, Ohio, United States View → IR Ian R. Matheson Ian R. Matheson Colleague at Carnegie Investment CounselFort Myers, Florida, United States View → TC Taryn Colley, Ms Taryn Colley, Ms Colleague at Carnegie Investment CounselJacksonville, Florida, United States View → SA Shams Afzal, Aif Shams Afzal, Aif Colleague at Carnegie Investment CounselPerrysburg, Ohio, United States View → KV Keith Vargo, Cfa Keith Vargo, Cfa Colleague at Carnegie Investment CounselTwinsburg, Ohio, United States View →
1 education record

Steven Daugherty education

  • Kent State University
    Kent State University
    Finance And Financial Management Services
FAQ

Frequently asked questions about Steven Daugherty

Quick answers generated from the profile data available on this page.

What company does Steven Daugherty work for?

Steven Daugherty works for Carnegie Investment Counsel.

What is Steven Daugherty's role at Carnegie Investment Counsel?

Steven Daugherty is listed as Senior Vice President of Wealth Management at Carnegie Investment Counsel.

What is Steven Daugherty's email address?

AeroLeads has found 1 work email signal at @pnc.com for Steven Daugherty at Carnegie Investment Counsel.

What is Steven Daugherty's phone number?

AeroLeads has found 8 phone signal(s) with area code 330, 440, 610 for Steven Daugherty at Carnegie Investment Counsel.

Where is Steven Daugherty based?

Steven Daugherty is based in Avon, Ohio, United States while working with Carnegie Investment Counsel.

What companies has Steven Daugherty worked for?

Steven Daugherty has worked for Carnegie Investment Counsel, Pnc, Ss&C Technologies, and Charles Schwab.

Who are Steven Daugherty's colleagues at Carnegie Investment Counsel?

Steven Daugherty's colleagues at Carnegie Investment Counsel include Peter Vanden Broeck, Mindy Mackey, Razmig Pounardjian, Christopher Henry, and Bryan Blackburn, Cfp®.

How can I contact Steven Daugherty?

You can use AeroLeads to view verified contact signals for Steven Daugherty at Carnegie Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Steven Daugherty attend?

Steven Daugherty holds Bachelor Of Business Administration (B.B.A.), Finance And Financial Management Services from Kent State University.

What skills is Steven Daugherty known for?

Steven Daugherty is listed with skills including Management, Leadership, Financial Analysis, Risk Management, Sales, Customer Service, Financial Services, and Change Management.

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